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Barlow Wealth Partners, Inc.
Barlow Wealth Partners, Inc. is a registered investment adviser headquartered in Louisville, Kentucky. The firm was founded in 2022 and employs approximately 6 professionals, the majority of whom are investment-focused. Barlow Wealth Partners delivers personalized wealth management and investment advisory services to individuals, especially high-net-worth individuals, emphasizing tailored financial strategies and portfolio construction.
Investment Strategy
Barlow Wealth Partners, Inc. manages portfolios mainly for high-net-worth individuals, employing a diversified, fundamentals-driven strategy focused on long-term capital appreciation. Their investment approach emphasizes a mix of large-cap equities, careful security selection, and a disciplined allocation process, with ongoing monitoring and adjustments based on deep market research and client goals.
Latest 13F Filing Activity
Barlow Wealth Partners, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 133 equity positions with a total 13F market value of $836M. The fund increased holdings in Taiwan Semiconductor MFG LTD, Novo-nordisk A S, Nvidia Corporation among other positions. Barlow Wealth Partners, Inc. reduced exposure to Eli Lilly & Co., Cummins Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.70% | $47.6M | 96,912 | $379.52 | $497.41 | +$10.1M |
G GOOG | ALPHABET INC | 5.68% | $47.5M | 264,270 | $143.87 | $177.39 | +$4.6M |
H HLI | HOULIHAN LOKEY INC | 4.51% | $37.7M | 205,578 | $127.48 | $179.95 | +$5.3M |
V V | VISA INC | 4.46% | $37.3M | 105,303 | $266.45 | $355.05 | +$2.5M |
N NVDA | NVIDIA CORPORATION | 4.17% | $34.9M | 221,665 | $100.93 | $157.99 | +$13.9M |
Industry Allocation
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